GOHENRY INVEST LLC
Adviser information for GOHENRY INVEST LLC last updated from Form ADV on April 19th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 35 |
|---|---|
| Investment Advisory/Research | 35 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| GOHENRY INVEST LLC WRAP FEE PROGRAM | GOHENRY INVEST LLC |
Identifiers
| SEC RIA File Number | 801-126181 |
|---|---|
| SEC ERA File Number | 801-126181 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318953 |
| Legal Entity Identifier | None |
Principal Office
77 FARRINGDON RDFLOOR 8
LONDON
United Kingdom
Monday - Friday, BY APPOINTMENT ONLY
Tel: 877-372-6466, Fax: None
Websites
Chief Compliance Officer
CHRIS FIELD
77 FARRINGDON RD
LONDON
United Kingdom
Tel:
44-0-79-0018-8749
C**********@************K
(Full email address available in API data)
Regulatory Contact
GAVIN PHILLIPS
78 MADISON AVENUE
FLOOR 8
NEW YORK
NY
United States
Tel:
212-969-8981
G*************@************K
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FIELD, CHRISTOPHER, PAUL | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |
| GOHENRY INC | Domestic Entity | – | SOLE MEMBER | 01/2022 | > 75% |
| GOHENRY LTD | Foreign Entity | GOHENRY INC | SHAREHOLDER | 03/2017 | > 75% |